Junior Berater Altersplanung 3a/3b, Mentoring

Accompany private and business clients on retirement planning, savings, 3a/3b, ETF investment plans, and financial planning. Analyze client needs to develop individual retirement and financial concepts. Conduct counseling sessions online and in person while documenting follow-ups in the CRM. Maintain and expand existing client relationships. This entry-level role offers a structured internal VBV training program with preparation for certification, modern tools, and ongoing professional development. Flexible working hours and hybrid options are available for this position in Rothrist, Switzerland.